Good morning to all -
Apologies if my question looks trivial - I am totally inexperienced PBI user.
Lets assume I want to create a cost report / visualization. My data structure is similar to uploaded as an example - there is a “date” column, “account” which is at the highest granularity (linked to the chart of accounts via “accountID”), where combination of characters is meaningful, and “value” which is an entry into accounting system - combined with “side” it shows whether this particular value is an expense or revenue. The data is being extracted from SQL database.
Now, what is the best way to tackle the aggregations of “Account” column:
say, I want to show the values for first three characters in Account column (which supposedly should aggregate all underlying values) - this is only an example, e.g. first three+last two is also meaningful, and as you might guess some more.
should I then :
create set of measures - and show them separately, and then branch from there,
create calculated columns - for every meaningful character combination,
create DAX formulas - to filter for every meaningful character combination.
Would be delighted to hear from you -
RafalData_example.xlsx (10.2 KB)